Total Wealth Planning LLC Acquires 21,942 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Total Wealth Planning LLC boosted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 301,657 shares of the company’s stock after purchasing an additional 21,942 shares during the period. Dimensional US Small Cap Value ETF comprises about 1.6% of Total Wealth Planning LLC’s portfolio, making the stock its 16th largest holding. Total Wealth Planning LLC’s holdings in Dimensional US Small Cap Value ETF were worth $9,080,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. O Shaughnessy Asset Management LLC grew its position in Dimensional US Small Cap Value ETF by 4,409.6% in the third quarter. O Shaughnessy Asset Management LLC now owns 3,292 shares of the company’s stock valued at $83,000 after purchasing an additional 3,219 shares in the last quarter. McGlone Suttner Wealth Management Inc. bought a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at $85,000. Jones Financial Companies Lllp grew its position in Dimensional US Small Cap Value ETF by 137.6% in the fourth quarter. Jones Financial Companies Lllp now owns 4,649 shares of the company’s stock valued at $135,000 after purchasing an additional 2,692 shares in the last quarter. Aspire Private Capital LLC grew its position in Dimensional US Small Cap Value ETF by 34.3% in the fourth quarter. Aspire Private Capital LLC now owns 4,859 shares of the company’s stock valued at $141,000 after purchasing an additional 1,242 shares in the last quarter. Finally, Spire Wealth Management lifted its stake in Dimensional US Small Cap Value ETF by 156.1% in the fourth quarter. Spire Wealth Management now owns 6,199 shares of the company’s stock valued at $174,000 after acquiring an additional 3,778 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV stock opened at $28.63 on Wednesday. The stock has a market cap of $2.85 billion, a P/E ratio of 8.86 and a beta of 1.13. The company has a fifty day moving average price of $29.06 and a two-hundred day moving average price of $28.81. Dimensional US Small Cap Value ETF has a one year low of $23.54 and a one year high of $30.27.

Dimensional US Small Cap Value ETF Company Profile

The Dimensional US Small Cap Value ETF (DFSV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in broad and diverse portfolio of US small-cap companies. Stock selection is based on value characteristics and weighted by market capitalization. DFSV was launched on Feb 24, 2022 and is managed by Dimensional.